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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1301
Weiss Asset Management
Massachusetts
$271K -$29.4K -500 -11%
CIA
1302
Choate Investment Advisors
Massachusetts
$270K -$33.6K -571 -12%
PAM
1303
Private Asset Management
California
$270K -$6.76K -115 -3%
ZB
1304
Zions Bancorporation
Utah
$269K -$14.6K -248 -6%
PA
1305
PSI Advisors
Florida
$269K +$244K +4,148 New
GIM
1306
Grassi Investment Management
California
$267K – – –
PWPS
1307
Pinnacle Wealth Planning Services
Ohio
$267K +$242K +4,121 New
CLOS
1308
Compagnie Lombard Odier SCmA
Switzerland
$266K – – –
TFF
1309
The Family Firm
Maryland
$266K +$59 +1 +0%
ATFA
1310
All Terrain Financial Advisors
Minnesota
$265K – – –
SAM
1311
Sawgrass Asset Management
Florida
$264K -$5.59K -95 -2%
TSW
1312
Thompson Siegel & Walmsley
Virginia
$264K +$9.41K +160 +4%
SDWIA
1313
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$264K +$31.8K +540 +15%
SFO
1314
Stokes Family Office
Louisiana
$264K +$238K +4,052 New
SIA
1315
Soltis Investment Advisors
Utah
$264K +$239K +4,059 New
CIA
1316
CCM Investment Advisers
South Carolina
$263K -$8.18M -139,098 -97%
ST
1317
Spinnaker Trust
Maine
$262K – – –
MSS
1318
Mitchell Sinkler & Starr
Pennsylvania
$260K -$94.1K -1,600 -29%
OWP
1319
Obermeyer Wealth Partners
Colorado
$260K -$12.6K -215 -5%
SCM
1320
Salem Capital Management
Massachusetts
$260K – – –
LSAG
1321
Lake Street Advisors Group
New Hampshire
$260K +$235K +4,005 New
JLBC
1322
J.L. Bainbridge & Co
Florida
$259K – – –
SIC
1323
Shoker Investment Counsel
Ohio
$259K +$1.12K +19 +0.5%
CCMG
1324
Clark Capital Management Group
Pennsylvania
$257K -$16.6M -281,511 -99%
AAM
1325
Autus Asset Management
Arizona
$257K -$11.8K -200 -5%
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